I'm LongbridgeAI, I can summarize articles.The FTSE ST All-Share Real Estate REITs Index fell 0.56% to 652.670 on Monday, trailing the Straits Times Index, which rose 0.25% to 5,415.48. Breadth was soft: 6 of the 39 S-REITs advanced, 20 declined and 13 were flat, for an equal-weighted average change of -0.30%, with overseas office and data centre counters leaning lower while hospitality held firmer. Turnover of S$273.0M across the 30 SGD-traded S-REITs ran at 0.81x the 20-day average, and the tape was concentrated — CapitaLand Integrated Commercial Trust (C38U) carried S$64.5M, 23.6% of that pool's turnover.
Fund Flows
Net selling was one-sided: S$20.79M left the 30 SGD-traded S-REITs, with 20 counters in net outflow against 10 in inflow. Across the full 39-counter universe in every currency, 13 names drew net inflows against 26 net outflows. CapitaLand Ascott Trust (HMN) drew the largest net inflow of S$2.70M, while CapitaLand Ascendas REIT (A17U) bore the heaviest net outflow of S$10.15M. The outflow was broad rather than concentrated in one name.
Price Action
The day's most notable mover was Mapletree Pan Asia Commercial Trust (N2IU), down 1.68% to S$1.170 on S$21.8M of turnover, 1.4x its 20-day average — a genuine drift rather than a thin-trade blip. No company announcement accompanied the move. Sasseur REIT (CRPU) fell 1.59% on S$1.3M, 1.0x its 20-day average, while NTT DC REIT (NTDU) eased 1.07% on US$1.8M, 0.4x its 20-day average. Among the few gainers, Mapletree Logistics Trust (M44U) added 0.93% on S$9.7M, 0.5x its 20-day average.
Announcements
No corporate actions were filed today. In asset transactions, The Edge Singapore reported Starhill Global REIT (P40U) has divested its Ebisu Fort property in Tokyo for JPY6.2 bil, a price 53.8% above the asset's valuation — crystallising a disposal gain and releasing capital for redeployment. No other asset transactions were reported.
Distribution Watch
No S-REIT has declared its next ex-distribution date; the payout cycle sits between quarterly results, and the next dates will be set when the REITs report. As a trailing yield read, First REIT (AW9U) and ESR REIT (9A4U) sit joint-top at 11.04% each, built on trailing 12-month distributions of S$0.0202 and S$0.2218 respectively. Sasseur REIT (CRPU) follows at 10.40%, built on a S$0.0645 trailing distribution. The top yields cluster among smaller and overseas-focused trusts, and no counter has gone ex in the past 30 days.
Prices reflect the SGX close on Oct 12, 2026 (SGT). Yields shown are indicative and based on trailing 12-month distributions. This content is for informational purposes only and does not constitute investment advice.